PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

47 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
+$2.45M
2
Wells Fargo
Wells Fargo
California
+$2.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.55M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.1M
2
RCM
Rivernorth Capital Management
Florida
-$9.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$811K
5
LA
LM Advisors
California
-$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$46.8M +$627K +39,849 +1%
PCM
2
Penserra Capital Management
California
$15.4M +$1.44M +91,812 +10%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M -$15.1M -959,235 -51%
Cohen & Steers
4
Cohen & Steers
New York
$13.2M +$126K +8,000 +1%
SCM
5
SOL Capital Management
Maryland
$12.6M +$2.45M +155,648 +24%
RCM
6
Rivernorth Capital Management
Florida
$10.8M -$9.08M -577,085 -46%
Wells Fargo
7
Wells Fargo
California
$10.8M +$2.36M +149,833 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.38M -$1.05M -66,451 -19%
Bank of America
9
Bank of America
North Carolina
$3.79M +$38.7K +2,462 +1%
EW
10
Element Wealth
Mississippi
$3.71M +$37.9K +2,410 +1%
CA
11
Corrado Advisors
New Jersey
$2.63M -$151K -9,584 -5%
LPL Financial
12
LPL Financial
California
$2.22M -$318K -20,200 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.09M +$2.09M +133,082 New
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.55M +$1.55M +98,328 New
PI
15
PFG Investments
New York
$1.32M +$1.32M +83,705 New
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.31M +$8.64K +549 +0.7%
BI
17
Bramshill Investments
Florida
$1.13M +$1.13M +71,919 New
Osaic Holdings
18
Osaic Holdings
Arizona
$898K +$2.25K +143 +0.3%
Cerity Partners
19
Cerity Partners
New York
$787K – – –
Invesco
20
Invesco
Georgia
$738K +$99K +6,294 +15%
Truist Financial
21
Truist Financial
North Carolina
$689K +$325K +20,663 +89%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$671K -$152K -9,661 -18%
AAM
23
Advisors Asset Management
Colorado
$667K -$5.74K -365 -0.9%
CA
24
Crumly & Associates
Illinois
$625K – – –
WS
25
Wedbush Securities
California
$601K +$68.4K +4,352 +13%
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